Core Viewpoint - The article discusses the investment strategy and positioning of Yongying Fund's "Intelligent Selection Series," particularly focusing on the advanced manufacturing sector and robotics, emphasizing the importance of recognizing value and understanding risks before making investment decisions [1]. Group 1: Product Positioning and Strategy - Yongying Fund is optimistic about new production capabilities and has developed the "Intelligent Selection Series" to align with national strategic directions, supporting real enterprises while providing investors with tools to seize investment opportunities in high-potential sectors [2][3]. - The "Intelligent Selection Series" combines active research and quantitative investment methods, focusing on "unicorn" industries that are scarce and have significant growth potential [2][4]. Group 2: Historical Context and Development - The company began laying out this product series in 2022, responding to market downturns and aiming for a counter-cyclical investment strategy, launching several products including the popular Yongying Semiconductor Industry Intelligent Selection and Yongying Low Carbon Environmental Protection Intelligent Selection [3][4]. - The advanced manufacturing product was quietly launched in May 2023, reflecting the company's long-term commitment to sectors like robotics and low-altitude economy as they mature [3]. Group 3: Investment Philosophy - The company believes in the unique advantages of capital markets in supporting technological innovation and aims to guide funds towards key technological enterprises, enhancing the integration of technology and industry [4][5]. - The "Intelligent Selection Series" is designed as a tool for investors to capture industry trends, with a focus on specific high-growth sectors, while other technology growth products maintain a more balanced risk distribution [9]. Group 4: Market Dynamics and Recommendations - The company acknowledges the volatility associated with high-growth sectors like advanced manufacturing but emphasizes the long-term growth potential in these areas, encouraging investors to adopt a rational approach rather than chasing short-term gains [10][11]. - The fund manager recommends a systematic investment approach, such as dollar-cost averaging, to mitigate short-term market fluctuations and to align with the long-term growth of the technology sector [12]. Group 5: Future Directions - Yongying Fund plans to continue expanding the "Intelligent Selection Series," focusing on emerging technologies and industries, while enhancing its investment management capabilities to help investors capture significant opportunities in these sectors [15].
直击永赢基金“智选系列”,你关心的问题答案都在这里!
券商中国·2025-02-27 01:45